Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,142 | $201,344-27.9% | $184,243-21.2% | $145,877-0.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.23% | 29.01%-15.8pp | 28.82%-15.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,546 | $7,022-49.5% | $6,427-44.8% | $4,663-24.0% |
| Participant deferral / active EE | $7,474 | $9,807-23.8% | $9,132-18.2% | $6,691+11.7% |
| Admin fee / account holder | $200,761 | $16,382+1125.5% | $13,914+1342.9% | $13,402+1398.0% |